Get the free 2016 Form 1099-SA. Distributions From an HSA, Archer MSA, or Medicare Advantage MSA

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Instructions for Recipient Distributions from a health savings account (HSA), Archer medical savings account (MSA), or Medicare Advantage (MA) MSA are reported to you on Form 1099SA. File Form 8853

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How to fill out 2016 form 1099-sa distributions

01

Gather all necessary information and documentation related to your 2016 form 1099-SA distributions.

02

Start by providing your personal information including your name, address, and social security number.

03

Proceed to report the total amount of distributions you received in box 1.

04

If applicable, enter any excess contribution amounts from previous years in box 2.

05

Report any earnings or gains on your distributions in box 3.

06

Indicate if any distributions were used for qualified medical expenses in box 4.

07

Leave box 5 blank if you received the distributions as a result of an Archer MSA transfer.

08

If you received any distributions as part of a rollover, enter the rollover amount in box 6.

09

Check the appropriate box in box 7 if you received any reimbursements.

10

Report any distributions that are considered early distributions or taxable in box 8.

11

Finally, sign and date the form before mailing it to the designated address according to the instructions provided.

Who needs 2016 form 1099-sa distributions?

01

Individuals who received distributions from a Health Savings Account (HSA) or an Archer Medical Savings Account (Archer MSA) in 2016 will need to file form 1099-SA.

02

This form is necessary for taxpayers who received distributions for qualified medical expenses and individuals who had any taxable distributions.

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What is form 1099-sa distributions from?

Form 1099-SA is used to report the distributions from Health Savings Accounts (HSAs), Archer Medical Savings Accounts (Archer MSAs), or Medicare Advantage Medical Savings Accounts (MA MSAs).

Who is required to file form 1099-sa distributions from?

The financial institution that administers the HSA, Archer MSA, or MA MSA is required to file form 1099-SA distributions from.

How to fill out form 1099-sa distributions from?

To fill out form 1099-SA, the financial institution must report the recipient's name, address, SSN, the distribution amount, any earnings, and the type of account.

What is the purpose of form 1099-sa distributions from?

The purpose of form 1099-SA is to report distributions from HSAs, Archer MSAs, and MA MSAs to the IRS and the account holder.

What information must be reported on form 1099-sa distributions from?

The information that must be reported on form 1099-SA includes the recipient's personal information, the distribution amount, earnings, and the account type.

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